Directed Trust Services

Product Description

With newly drafted South Dakota law trusts, SDTC can act as “directed” administrative trustee, leaving the family and their advisors as the investment and distribution advisors, committees, fiduciaries and/or trust protectors. This allows the family to work with their existing investment and/or insurance advisors and lessen their own liability. Additionally, SDTC can serve as successor trustee or co-trustee for existing trusts looking to move to South Dakota for its trust and tax benefits. SDTC can “delegate” investment responsibility to an outside investment manager. Delegated Trusts can be easily reformed or decanted in South Dakota.

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